Distributions - One Pager - PenChecks Trust

Topics

The Truth About Auto-Portability

Auto-portability has been around since 2018 but received a boost when it was included in SECURE 2.0. Articles promoting auto-portability seem to cast a negative light on automatic rollover IRAs .

Time Is Running Out To Utilize Forfeiture Relief (And How To Avoid Lawsuits)

Forfeiture lawsuits have been in the news a lot lately. It may have you second-guessing what to discuss or do for clients and built-up forfeitures in their retirement plans.

How To Avoid Submitting Any Information To The DOL Lost and Found Database

Late last year, the Department of Labor’s (DOL) Lost and Found Database came into existence as required by SECURE 2.0.

You Can Transfer Balances of $1,000 or Less to State Unclaimed Property Funds, But Should You?

Sometimes the timing or content of agency guidance is head-scratching. The Department of Labor’s (DOL) Field Assistance Bulletin (FAB) 2025-01 fits in both categories. The timing is odd as it references reports from 2019 and 2014 to support its current day relevance....

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

Where did 2024 go?! Hard to believe that we are closing in on 2025 and another round of SECURE 2.0 provisions is coming online.

The Truth About Auto-Portability

Auto-portability has been around since 2018 but received a boost when it was included in SECURE 2.0. Articles promoting auto-portability seem to cast a negative light on automatic rollover IRAs .

Time Is Running Out To Utilize Forfeiture Relief (And How To Avoid Lawsuits)

Forfeiture lawsuits have been in the news a lot lately. It may have you second-guessing what to discuss or do for clients and built-up forfeitures in their retirement plans.

How To Avoid Submitting Any Information To The DOL Lost and Found Database

Late last year, the Department of Labor’s (DOL) Lost and Found Database came into existence as required by SECURE 2.0.

You Can Transfer Balances of $1,000 or Less to State Unclaimed Property Funds, But Should You?

Sometimes the timing or content of agency guidance is head-scratching. The Department of Labor’s (DOL) Field Assistance Bulletin (FAB) 2025-01 fits in both categories. The timing is odd as it references reports from 2019 and 2014 to support its current day relevance....

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

Where did 2024 go?! Hard to believe that we are closing in on 2025 and another round of SECURE 2.0 provisions is coming online.

Brochures + One Pagers

Distributions – One Pager

Did you find this content helpful?

The Truth About Auto-Portability

Time Is Running Out To Utilize Forfeiture Relief (And How To Avoid Lawsuits)

How To Avoid Submitting Any Information To The DOL Lost and Found Database

You Can Transfer Balances of $1,000 or Less to State Unclaimed Property Funds, But Should You?

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

The Truth About Auto-Portability

Time Is Running Out To Utilize Forfeiture Relief (And How To Avoid Lawsuits)

How To Avoid Submitting Any Information To The DOL Lost and Found Database

You Can Transfer Balances of $1,000 or Less to State Unclaimed Property Funds, But Should You?

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

Archives